Investment Q&A

• Microsoft Corporation (MSFT $420.26)
  • $420.26 P/E (TTM): 25.72X Cap: $3.05T
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• AbbVie Inc. (ABBV $208.99)
  • $208.99 P/E (TTM): 88.31X Cap: $368.64B
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• JPMorgan Chase & Co. (JPM $309.95)
  • $309.95 P/E (TTM): 15.29X Cap: $820.57B
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• Procter & Gamble Company (The) (PG $143.11)
  • $143.11 P/E (TTM): 21.24X Cap: $333.21B
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• UnitedHealth Group Incorporated (DE) (UNH $316.40)
  • $316.40 P/E (TTM): 23.74X Cap: $285.05B
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• Visa Inc. (V $315.10)
  • $315.10 P/E (TTM): 29.66X Cap: $605.28B
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Q: Would you kindly suggest 5-7 of your favourite US dividend paying stocks in order of preference for a long term hold. Thx.

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Read Answer Asked by Dona on June 11, 2021

• The Walt Disney Company (DIS $103.90)
  • $103.90 P/E (TTM): 15.18X Cap: $182.53B
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Q: Hi Peter and team,
Can I ask you a question about Disney? The former CEO Bob Iger has been selling 50% of his shares recently and the company has $56B of financial debt. Do you have any concerns here and what is your outlook for the stock? Hold or switch (any suggestions?)?
Thanks for your great service!

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Read Answer Asked by Yvonne on June 11, 2021

• Adobe Inc. (ADBE $248.16)
  • $248.16 P/E (TTM): 14.26X Cap: $98.89B
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Q: Adobe and the nasdaq look ready to move up ( i recognize my rose colored glasses maybe on) with that in mind where do you think ADBE may rise to ?

IS 700 unrealistic within the year?

( If this year has taught me anything, uncertainty is the only constant especially with the inflation story having held the market hostage the last few months)

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Read Answer Asked by Mark on June 11, 2021

• AgEagle Aerial Systems Inc. (UAVS $1.12)
  • $1.12 Cap: $60M
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Q: In the spirit of B2C ecommerce, do you believe this company has a niche(ie- competitive advantage) and can be profitable and grow etc.. in the next 2-3 years? how is their balance and going concern viability? thx Chris

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Read Answer Asked by Chris on June 10, 2021

• Intuitive Surgical Inc. (ISRG $458.08)
  • $458.08 P/E (TTM): 59.51X Cap: $166.32B
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• AbbVie Inc. (ABBV $208.99)
  • $208.99 P/E (TTM): 88.31X Cap: $368.64B
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• Gamehost Inc. (GH $13.38)
  • $13.38 P/E (TTM): 17.14X Cap: $276M
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• iShares Biotechnology ETF (IBB $174.12)
  • $174.12 P/E (TTM): 20.63X Cap: $8.52B
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• State Street SPDR S&P Biotech ETF (XBI $135.46)
  • $135.46 P/E (TTM): 17.2X Cap: $8.81B
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Q: can you recommend a Canadian and Us biotech etf and stock?
thanks

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Read Answer Asked by Mary on June 10, 2021

• Century Communities Inc. (CCS $58.57)
  • $58.57 P/E (TTM): 12.1X Cap: $1.73B
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Q: What's going on with CCS? It's down 17% in the past two days on heavy volume and there are no news.

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Read Answer Asked by Michael on June 10, 2021

• Celsius Holdings Inc. (CELH $34.85)
  • $34.85 P/E (TTM): 141.12X Cap: $9.06B
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Q: Any reason for the sharp price drop recently ? Thanks a million .

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Read Answer Asked by Lai Kuen on June 10, 2021

• Broadmark Realty Capital Inc. (BRMK)
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Q: BRMK ,your take for the div. income only ?????

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Read Answer Asked by JOSEPH on June 10, 2021

• INVESCO MORTGAGE CAPITAL INC (IVR $8.25)
  • $8.25 P/E (TTM): 6.56X Cap: $732M
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Q: Any idea what's going on with IVR today? Up 20%+ on huge volume.

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Read Answer Asked by Rick on June 10, 2021

• AT&T Inc. (T $26.40)
  • $26.40 P/E (TTM): 8.38X Cap: $177.80B
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Q: On May 19, 2021 you suggested that those who hold AT&T should continue to hold. Do you still recommend holding this stock? I own this stock for more than 10 years and I am wondering whether to sell and cut my losses.
You also suggested that the dividend could be cut in half. Has AT&T decided what would be the new dividend?
Thank you for your insight.

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Read Answer Asked by Terry on June 10, 2021

• Ultra Clean Holdings Inc. (UCTT $76.44)
  • $76.44 Cap: $3.46B
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Q: This one looks like a great pick - thank you for bringing it to my attention. It looks like it has nice growing earnings and yet appears to be cheap when looking at some basic metrics. What is the risk on this one? Is this a case of the market not picking up on the value or is there a reason why it is cheap? I once bought research in motion instead of apple because it looked cheaper. Hence I stopped looking at the cheapness factor awhile ago. Thank you,

Jason

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Read Answer Asked by Jason on June 10, 2021

• Core Natural Resources Inc Com (CNR $89.71)
  • $89.71 Cap: $4.53B
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Q: Hi Peter, Cornerstone has been a solid holding for us this year and yesterday popped with its division sale to Nucor for $1B in cash. Seems a big deal for a Co with a $2.4B market cap. What do you think ? Is it a good deal or did they give up too much ? Continue to hold or sell ? Thank you, Paul

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Read Answer Asked by Paul on June 10, 2021

• FedEx Corporation (FDX $380.88)
  • $380.88 P/E (TTM): 19.49X Cap: $87.07B
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• United Parcel Service Inc. (UPS $105.06)
  • $105.06 P/E (TTM): 15.79X Cap: $87.95B
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Q: Hi,
I've noticed what appears to be a large drop in both FDX and UPS stock today, but can't seem to find any news as to why. Maybe your sources reach farther than my searching the web? Thanks!
Dawn

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Read Answer Asked by Dawn on June 09, 2021

• UiPath Inc. Class A (PATH $10.61)
  • $10.61 P/E (TTM): 20.4X Cap: $5.55B
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Q: Hello,

Can you please comment on recent results? Would you recommend purchasing this stock at current levels?

Thanks!

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Read Answer Asked by Naim on June 09, 2021

• Monster Beverage Corporation (MNST $75.36)
  • $75.36 P/E (TTM): 38.62X Cap: $73.27B
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• Celsius Holdings Inc. (CELH $34.85)
  • $34.85 P/E (TTM): 141.12X Cap: $9.06B
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Q: Following Celsius for a while now , Many Thanks !
They seem like they have a very popular product with lots of momentum . How does valuation compare vs Monster and Red Bull ?

Greg

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Read Answer Asked by Greg on June 09, 2021

• BlackLine Inc. (BL $32.71)
  • $32.71 P/E (TTM): 83.51X Cap: $1.94B
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Q: BL has been slowly losing ground the past couple of months after a strong steady run up. Seems to be a laggard now. Do you see growth or is it time to move on to something else that offers more growth prospect. If so, what are your recommendations (US based).

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Read Answer Asked on June 09, 2021

• Dune Acquisition Corporation II (IPOD)
  • Cap: $3M
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Q: I find this ticker(shell company etc..) quite interesting. Could I please have your perspective and view of it and it's strategic direction. I understand volatility will be part of the journey. Just looking at what the prospects look like. TY.

As always- fantastic service!

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Read Answer Asked by Chris on June 09, 2021

• Brinker International Inc. (EAT $151.09)
  • $151.09 P/E (TTM): 15.88X Cap: $6.84B
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Q: Hello again your thoughts on Brinker International
Thanks again

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Read Answer Asked by George on June 09, 2021

• AbbVie Inc. (ABBV $208.99)
  • $208.99 P/E (TTM): 88.31X Cap: $368.64B
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• Church & Dwight Company Inc. (CHD $94.54)
  • $94.54 P/E (TTM): 31.33X Cap: $22.41B
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• Colgate-Palmolive Company (CL $83.62)
  • $83.62 P/E (TTM): 31.75X Cap: $66.89B
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• Pfizer Inc. (PFE $27.22)
  • $27.22 P/E (TTM): 19.99X Cap: $154.66B
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• Procter & Gamble Company (The) (PG $143.11)
  • $143.11 P/E (TTM): 21.24X Cap: $333.21B
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• Stryker Corporation (SYK $338.38)
  • $338.38 P/E (TTM): 40.53X Cap: $130.68B
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• Toronto-Dominion Bank (The) (TD $142.48)
  • $142.48 P/E (TTM): 11.43X Cap: $238.25B
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• Bank of Nova Scotia (The) (BNS $102.79)
  • $102.79 P/E (TTM): 20.12X Cap: $127.47B
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• BCE Inc. (BCE $33.14)
  • $33.14 P/E (TTM): 4.82X Cap: $30.53B
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• Enbridge Inc. (ENB $71.99)
  • $71.99 P/E (TTM): 22.04X Cap: $157.78B
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• Manulife Financial Corporation (MFC $52.98)
  • $52.98 P/E (TTM): 17.54X Cap: $89.42B
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• TELUS Corporation (T $16.93)
  • $16.93 P/E (TTM): 23.47X Cap: $25.87B
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• Algonquin Power & Utilities Corp. (AQN $8.79)
  • $8.79 Cap: $6.71B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $49.73)
  • $49.73 Cap: $23.36B
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Q: I have the following companies in my RRSP account - I am looking to replace PG - can you give me some suggestions ? Something with some growth potential and dividend.

Thanks

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Read Answer Asked by JOHN on June 09, 2021

• Roku Inc. (ROKU $111.87)
  • $111.87 P/E (TTM): 195.23X Cap: $16.11B
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Q: When was the last time Roku issued new shares and how much? Would you consider them a "shareholder friendly company"?

Thanks

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Read Answer Asked by Dennis on June 09, 2021